BEST RATED VAUGHAN, ON FINANCIAL SERVICES

3 Best Financial Services in Vaughan, ON

Name: 3 Best Financial Services in Vaughan, Ontario
Rating: 4.8

Expert-recommended Top 3 Financial Services in Vaughan, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

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PENMORE

4.9

3301 Langstaff Road, Unit 101, Concord,
Vaughan, ON L4K 4L2 Directions

Since 1982

Specialty:

“Penmore Financial Group Inc. is a boutique-based financial planner that has built powerful partnerships based on service, value, and integrity, forging lasting relationships with over 2,500 clients across Canada and worldwide. Their specialists assist clients in realizing their health, wealth, and security goals, using their experience and knowledge to build custom solutions tailored to corporate and individual needs. Penmore advisors focus exclusively on their dedicated areas of expertise, including insurance, wealth management, employee benefits, and global benefits. They provide independent, unbiased advice through ongoing research and unparalleled access to international financial service providers. Penmore Financial Group Inc. employs a disciplined approach to servicing all client businesses, regardless of size and complexity.”

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Vaughan financial service The Bridg Group of Companies

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THE BRIDG GROUP OF COMPANIES

4.8

261 Milani Boulevard, Unit 101, Woodbridge,
Vaughan, ON L4H 4E3 Directions

Since 2003

Specialty:

“The Bridg Group of Companies, President and Chief Visionary Officer, is Natasha Bridgmohan, who serves as your comprehensive destination for fulfilling all your financial requirements. With a rich history spanning more than 20 years in the financial services sector, The Bridg Group of Companies is dedicated to delivering optimal outcomes, expert insights, remedies, direction, resources, and chances for learning. Specializing in mortgages, real estate, investments, credit, and consultancy, the company facilitates your journey toward financial liberation. By delivering exceptional client service, robust strategies, efficient resolutions, and tailored blueprints, The Bridg Group of Companies ensures your unique needs are met. Their flexibility extends to offering appointments during evenings and weekends, ensuring accessibility and convenience for clients.

2025 Update: The Bridg Group of Companies is dedicated to helping clients feel confident and secure about their financial future by offering expert advice designed to meet their goals. They believe in giving back to the community and promoting financial freedom for all. Their team provides trusted guidance, practical tools, and educational resources to help individuals and families become financially independent.”

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Vaughan financial service Shah Financial Planning Inc.

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SHAH FINANCIAL PLANNING INC.

4.8

10 Great Gulf Drive, Suite 208,
Vaughan, ON L4K 0K7 Directions

Since 1999

Specialty:

“2025 Update: Shah Financial Planning Inc. is an independent mutual fund dealer that provides a variety of products and unbiased advice through its network of financial advisors across Ontario. Hardip (Dipa) Shah, Founder and General Manager, and Dipesh Chauhan is the President of Shah Financial Planning Inc., their team advisors handle different types of registered and non-registered accounts using various investment and income strategies. They focus on their clients’ needs and work honestly to help you reach your financial and investment goals while also addressing financial challenges throughout your life.”

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TBR® Inspection Report:

Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.